See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,202 | $159,602+175.8% | $150,045+193.4% | $142,382+209.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.27% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,112 | $4,961-57.4% | $4,693-55.0% | $4,299-50.9% |
| Participant deferral / active EE | $6,992 | $8,310-15.9% | $7,997-12.6% | $6,507+7.5% |
| Admin fee / account holder | $18,369 | $14,846+23.7% | $13,435+36.7% | $12,624+45.5% |